AMGIX Mutual Fund Holdings Overlap Calculator | MarketXLS

AMGIX Mutual Fund

NAV$46.11

AUM$314M

TER0.45%

Holdings194

See what you own twice

Check AMGIX against your other funds. Free for up to 5.

Check my overlap

AMGIX Mutual Fund

NAV$46.11

American Century Disciplined Value Fund Class I

AUM$314M

TER0.45%

Holdings194

See what you own twice

Check AMGIX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare AMGIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AMGIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AMGIX Mutual Fund Overlap Analysis

AMGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AMGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, AMGIX may share significant positions with broad-market funds.

AMGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMGIX tax-loss harvesting finds highly correlated but non-identical funds.